The Phoenix Group Holding Company
Plan context: The Phoenix Group Holding Company 401K Plan
EIN 31-1294865 • Springboro, OH • 25 filings • 6 plans
Current Snapshot
Latest Year
2022
2022 Participants
112
2022 Assets
$5,570,755
2022 Contributions
$20
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $20 | - |
| The Phoenix Group Holding Company 401K Plan | - | 0 | - | $20 | - |
| 2021 | 1 | 112 | $5,570,755 | $497,298 | $4,440iApproximate average salary by contribution assumption: employee only about $111,004 at 4% or $74,003 at 6%; with 50% employer match about $74,003 at 4% or $49,335 at 6%; with 100% employer match about $55,502 at 4% or $37,001 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 112 | $5,570,755 | $497,298 | $4,440iApproximate average salary by contribution assumption: employee only about $111,004 at 4% or $74,003 at 6%; with 50% employer match about $74,003 at 4% or $49,335 at 6%; with 100% employer match about $55,502 at 4% or $37,001 at 6%. |
| 2020 | 1 | 129 | $4,958,565 | $451,118 | $3,497iApproximate average salary by contribution assumption: employee only about $87,426 at 4% or $58,284 at 6%; with 50% employer match about $58,284 at 4% or $38,856 at 6%; with 100% employer match about $43,713 at 4% or $29,142 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 129 | $4,958,565 | $451,118 | $3,497iApproximate average salary by contribution assumption: employee only about $87,426 at 4% or $58,284 at 6%; with 50% employer match about $58,284 at 4% or $38,856 at 6%; with 100% employer match about $43,713 at 4% or $29,142 at 6%. |
| 2019 | 1 | 146 | $3,973,556 | $445,706 | $3,053iApproximate average salary by contribution assumption: employee only about $76,320 at 4% or $50,880 at 6%; with 50% employer match about $50,880 at 4% or $33,920 at 6%; with 100% employer match about $38,160 at 4% or $25,440 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 146 | $3,973,556 | $445,706 | $3,053iApproximate average salary by contribution assumption: employee only about $76,320 at 4% or $50,880 at 6%; with 50% employer match about $50,880 at 4% or $33,920 at 6%; with 100% employer match about $38,160 at 4% or $25,440 at 6%. |
| 2018 | 1 | 139 | $6,188,309 | $339,021 | $2,439iApproximate average salary by contribution assumption: employee only about $60,975 at 4% or $40,650 at 6%; with 50% employer match about $40,650 at 4% or $27,100 at 6%; with 100% employer match about $30,488 at 4% or $20,325 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 139 | $6,188,309 | $339,021 | $2,439iApproximate average salary by contribution assumption: employee only about $60,975 at 4% or $40,650 at 6%; with 50% employer match about $40,650 at 4% or $27,100 at 6%; with 100% employer match about $30,488 at 4% or $20,325 at 6%. |
| 2017 | 1 | 155 | $6,744,876 | $383,170 | $2,472iApproximate average salary by contribution assumption: employee only about $61,802 at 4% or $41,201 at 6%; with 50% employer match about $41,201 at 4% or $27,467 at 6%; with 100% employer match about $30,901 at 4% or $20,601 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 155 | $6,744,876 | $383,170 | $2,472iApproximate average salary by contribution assumption: employee only about $61,802 at 4% or $41,201 at 6%; with 50% employer match about $41,201 at 4% or $27,467 at 6%; with 100% employer match about $30,901 at 4% or $20,601 at 6%. |
| 2016 | 1 | 144 | $5,363,713 | $435,617 | $3,025iApproximate average salary by contribution assumption: employee only about $75,628 at 4% or $50,419 at 6%; with 50% employer match about $50,419 at 4% or $33,612 at 6%; with 100% employer match about $37,814 at 4% or $25,209 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 144 | $5,363,713 | $435,617 | $3,025iApproximate average salary by contribution assumption: employee only about $75,628 at 4% or $50,419 at 6%; with 50% employer match about $50,419 at 4% or $33,612 at 6%; with 100% employer match about $37,814 at 4% or $25,209 at 6%. |
| 2015 | 1 | 128 | $4,661,924 | $421,185 | $3,291iApproximate average salary by contribution assumption: employee only about $82,263 at 4% or $54,842 at 6%; with 50% employer match about $54,842 at 4% or $36,561 at 6%; with 100% employer match about $41,131 at 4% or $27,421 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 128 | $4,661,924 | $421,185 | $3,291iApproximate average salary by contribution assumption: employee only about $82,263 at 4% or $54,842 at 6%; with 50% employer match about $54,842 at 4% or $36,561 at 6%; with 100% employer match about $41,131 at 4% or $27,421 at 6%. |
| 2014 | 1 | 116 | $4,240,321 | $341,853 | $2,947iApproximate average salary by contribution assumption: employee only about $73,675 at 4% or $49,117 at 6%; with 50% employer match about $49,117 at 4% or $32,745 at 6%; with 100% employer match about $36,838 at 4% or $24,558 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 116 | $4,240,321 | $341,853 | $2,947iApproximate average salary by contribution assumption: employee only about $73,675 at 4% or $49,117 at 6%; with 50% employer match about $49,117 at 4% or $32,745 at 6%; with 100% employer match about $36,838 at 4% or $24,558 at 6%. |
| 2013 | 1 | 102 | $3,833,405 | $310,656 | $3,046iApproximate average salary by contribution assumption: employee only about $76,141 at 4% or $50,761 at 6%; with 50% employer match about $50,761 at 4% or $33,841 at 6%; with 100% employer match about $38,071 at 4% or $25,380 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 102 | $3,833,405 | $310,656 | $3,046iApproximate average salary by contribution assumption: employee only about $76,141 at 4% or $50,761 at 6%; with 50% employer match about $50,761 at 4% or $33,841 at 6%; with 100% employer match about $38,071 at 4% or $25,380 at 6%. |
| 2012 | 1 | 107 | $3,898,268 | $550,085 | $5,141iApproximate average salary by contribution assumption: employee only about $128,525 at 4% or $85,683 at 6%; with 50% employer match about $85,683 at 4% or $57,122 at 6%; with 100% employer match about $64,262 at 4% or $42,842 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 107 | $3,898,268 | $550,085 | $5,141iApproximate average salary by contribution assumption: employee only about $128,525 at 4% or $85,683 at 6%; with 50% employer match about $85,683 at 4% or $57,122 at 6%; with 100% employer match about $64,262 at 4% or $42,842 at 6%. |
| 2011 | 1 | 93 | $3,216,089 | $497,367 | $5,348iApproximate average salary by contribution assumption: employee only about $133,701 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,423 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 93 | $3,216,089 | $497,367 | $5,348iApproximate average salary by contribution assumption: employee only about $133,701 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,423 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%. |
| 2010 | 1 | 75 | $3,319,511 | $482,176 | $6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 75 | $3,319,511 | $482,176 | $6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%. |
| 2009 | 1 | 68 | $2,460,964 | $419,595 | $6,171iApproximate average salary by contribution assumption: employee only about $154,263 at 4% or $102,842 at 6%; with 50% employer match about $102,842 at 4% or $68,561 at 6%; with 100% employer match about $77,131 at 4% or $51,421 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 68 | $2,460,964 | $419,595 | $6,171iApproximate average salary by contribution assumption: employee only about $154,263 at 4% or $102,842 at 6%; with 50% employer match about $102,842 at 4% or $68,561 at 6%; with 100% employer match about $77,131 at 4% or $51,421 at 6%. |
| 2008 | 1 | 37 | $0 | $0 | - |
| The Phoenix Group Holding Company 401K Plan | - | 37 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| The Phoenix Group Holding Company 401K Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $1,605,374 | $168,520 | $33,704iApproximate average salary by contribution assumption: employee only about $842,600 at 4% or $561,733 at 6%; with 50% employer match about $561,733 at 4% or $374,489 at 6%; with 100% employer match about $421,300 at 4% or $280,867 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 5 | $1,605,374 | $168,520 | $33,704iApproximate average salary by contribution assumption: employee only about $842,600 at 4% or $561,733 at 6%; with 50% employer match about $561,733 at 4% or $374,489 at 6%; with 100% employer match about $421,300 at 4% or $280,867 at 6%. |
| 2005 | 1 | 4 | $1,323,036 | $140,412 | $35,103iApproximate average salary by contribution assumption: employee only about $877,575 at 4% or $585,050 at 6%; with 50% employer match about $585,050 at 4% or $390,033 at 6%; with 100% employer match about $438,788 at 4% or $292,525 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 4 | $1,323,036 | $140,412 | $35,103iApproximate average salary by contribution assumption: employee only about $877,575 at 4% or $585,050 at 6%; with 50% employer match about $585,050 at 4% or $390,033 at 6%; with 100% employer match about $438,788 at 4% or $292,525 at 6%. |
| 2004 | 1 | 6 | $1,264,423 | $0 | - |
| The Phoenix Group Holding Company 401K Plan | - | 6 | $1,264,423 | - | - |
| 2003 | 1 | 7 | $1,293,760 | $91,636 | $13,091iApproximate average salary by contribution assumption: employee only about $327,271 at 4% or $218,181 at 6%; with 50% employer match about $218,181 at 4% or $145,454 at 6%; with 100% employer match about $163,636 at 4% or $109,090 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 7 | $1,293,760 | $91,636 | $13,091iApproximate average salary by contribution assumption: employee only about $327,271 at 4% or $218,181 at 6%; with 50% employer match about $218,181 at 4% or $145,454 at 6%; with 100% employer match about $163,636 at 4% or $109,090 at 6%. |
| 2002 | 2 | 7 | $994,891 | $186,289 | $26,613iApproximate average salary by contribution assumption: employee only about $665,318 at 4% or $443,545 at 6%; with 50% employer match about $443,545 at 4% or $295,697 at 6%; with 100% employer match about $332,659 at 4% or $221,773 at 6%. |
| The Phoenix Group Holding Company 401K Plan | - | 7 | $994,891 | $186,289 | $26,613iApproximate average salary by contribution assumption: employee only about $665,318 at 4% or $443,545 at 6%; with 50% employer match about $443,545 at 4% or $295,697 at 6%; with 100% employer match about $332,659 at 4% or $221,773 at 6%. |
| PHOENIX CONSULTING INC. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| PHOENIX CONSULTING INC. MONEY PURCHASE PLAN | - | 7 | - | - | - |
| The Phoenix Group Holding Company 401K Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| MONEY PURCHASE PLAN | - | 6 | - | - | - |